Retirement Planning Firms in Webster, NY

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List of Firms

Retirement Planning Firms in Webster, NY

EMERALD FINANCIAL SERVICES, INC.

1 out of 5

Location 60 Barrett Dr Suite G, Webster, NY 14580, USA
Phone (585) 265-2870
Baywinde Senior Living Community

3 out of 5

Location 100 Kidd Castle Way, Webster, NY 14580, USA
Phone (585) 670-7000
Webster Chamber of Commerce Inc.

5 out of 5

Location 1110 Crosspointe Ln STE C, Webster, NY 14580, USA
Phone (585) 265-3960
Whitney & Company
SEC File# 801-60710
CRD# 117307

5 out of 5

Location 959 Panorama Trail S #190, Rochester, NY 14625, USA
Phone (585) 232-6200
FocalPoint Wealth Management
SEC File# 801-80067
CRD# 171976

5 out of 5

Location 441 Penbrooke Dr Suite 8, Penfield, NY 14526, USA
Phone (585) 626-1258
Forever Financial Advisors, LLC
Location 140 W Church St, Fairport, NY 14450, USA
Phone (585) 598-1377
Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor
Location 80 Linden Oaks Suite 220, Rochester, NY 14625, USA
Phone (585) 423-2160
Canal View Financial Advisors
Location 15 Schoen Pl, Pittsford, NY 14534, USA
Phone (585) 673-1199
Barrett Wealth Management
Location 70 Linden Oaks 3rd floor, Rochester, NY 14625, USA
Phone (585) 383-5555
Estate & Financial Planning Associates

1 out of 5

Location 1200 Jefferson Rd Suite 200, Rochester, NY 14623, USA
Phone (585) 442-4740
A.M. Ginsberg Advisory Group
Location 421 Penbrooke Dr #4, Penfield, NY 14526, USA
Phone (585) 377-4720
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About Webster, NY

Webster, New York is a suburb of Rochester with a population of approximately 33,000. Webster is known for its many historic landmarks, including the David Smith sculptures at the George Eastman House and the Webster United Methodist Church. Major employers in Webster include Wegmans, Paychex, and Constellation Brands. The town is located near several major highways and streets, including Interstate 490 and State Route 104. Webster's neighborhoods include Park Avenue, Webster Village, and Point of Woods.

Related Services

Banks and Credit Unions

One of the benefits that Webster, NY residents can enjoy is the many banks and credit unions located in their area. These institutions offer a variety of services to their customers, including checking and savings accounts, loans, and mortgages. Additionally, banks and credit unions provide a number of other benefits to their customers, such as free checking accounts and low interest rates on loans. By taking advantage of the services offered by local banks and credit unions, Webster, NY residents can save money and improve their financial situation.owned and operated, so they often have lower rates on loans and higher interest rates on deposits than banks. Valley Stream residents should research the best option for them based on their needs.

Estate Planning Lawyer

If you live in Webster, NY, working with an estate planning lawyer can be very beneficial. Estate planning is the process of arranging for the management and disposal of a person's property after death. This includes everything from making a will to setting up trusts and naming executors.An estate planning lawyer can help you make sure your assets are distributed according to your wishes, and that your loved ones are taken care of after you're gone. They can also help you avoid probate, which can be a lengthy and expensive process.

Mortgage Loan Officer

If you live in Webster, NY and are looking for a mortgage loan officer, you can benefit by working with one. A mortgage loan officer can help you get the best deal on a mortgage, and they can also help you to understand the process of getting a mortgage. They can also help you to find the right type of mortgage for your needs.

Wealth Management

Living in Webster, NY comes with a lot of benefits, but it's important to manage your finances in order to make the most of them. A wealth manager can help you do just that, by providing advice and guidance on how to save and invest your money. They can also help you plan for retirement and other long-term goals.

Financial Advisor

People living in Webster, NY can benefit by working with a financial advisor. A financial advisor can help people save money, invest money, and plan for their retirement. Financial advisors can also help people manage their debt and make wise financial decisions.

Insurance Broker

Webster, NY residents can benefit in many ways by working with an insurance broker. For one, brokers have access to a wide variety of insurance products and rates from a number of different companies, which means they can find the best coverage for their clients at the lowest possible price. Additionally, brokers are experts on insurance and understand all the nuances of each policy, so they can help clients choose the right coverage for their needs. Finally, brokers are there to help clients through the claims process if something goes wrong and they need to file a claim.

Tax Services

Living in Webster, NY comes with a lot of benefits- one of which is working with a tax accountant in your area. While the Internal Revenue Service (IRS) is always changing the rules and regulations surrounding taxes, tax accountants are well-versed in knowing how to help their clients legally minimize their taxable income. In addition, they can also help you understand what deductions and credits you may be eligible for, as well as offer advice on when it might be advantageous to file an extension or even go ahead and file your taxes early.